Domestic Equity
Domestic Equity Market Commentary – 1Q 2026
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global Equity Market Commentary – 1Q 2026
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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Domestic Equity
Domestic Equity Market Commentary – 4Q 2025
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
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Global Equity
Global Equity Market Commentary – 4Q 2025
Global equities rose in 2025, with non‑US markets outperforming as shifts in trade, currency, and valuations created compelling international opportunities.
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Domestic Equity
Domestic Equity Market Commentary – 3Q 2025
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
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Global Equity
Global Equity Market Commentary – 3Q 2025
Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.
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Domestic Equity
Domestic Equity Market Commentary – 2Q 2025
After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.
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Global Equity
Global Equity Market Commentary – 2Q 2025
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2025
Whereas the only certainty for the near-term would seem to be more market volatility, investor sentiment has turned so negative that a relief rally can’t be ruled out.
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